JPST vs VOO
JPST vs VOO
JPMorgan Ultra-Short Income ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. JPST offers more diversification with 535 holdings.
Side-by-Side Comparison
| Metric | JPST | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.03% | |
| AUM | $40.4B | $979.0B | |
| Dividend Yield | 4.55% | 1.09% | |
| Holdings | 794 | 509 | |
| YTD Return | +1.65% | +13.53% | |
| 1Y Return | +3.63% | +23.65% | |
| 3Y Return (annualized) | +4.97% | +21.27% | |
| 5Y Return (annualized) | +3.66% | +13.52% | |
| Volatility (annualized) | 1.1% | 14.1% | |
| Max Drawdown | -3.3% | -34.3% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | May 17, 2017 | Sep 7, 2010 |
JPST vs VOO Performance
JPMorgan Ultra-Short Income ETF (JPST) is a ETF from J.P. Morgan Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year JPST returned +3.63% while VOO returned +23.65%. Year to date, JPST is up 1.65% versus a gain of 13.53% for VOO.
Over three years, JPST compounded at +4.97% per year against +21.27% for VOO; over five years the annualized figures are +3.66% and +13.52% respectively. Across the full 9-year window we track, VOO has the edge at +13.57% annualized vs +2.16%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 1.1% for JPST. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -3.3% for JPST and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.38. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JPST charges 0.18% per year while VOO charges 0.03%. On a $10,000 position that is $18 vs $3 annually, a gap of $15 per year that compounds over a long holding period. On income, JPST currently yields 4.55% against 1.09% for VOO.
Holdings Overlap
JPST and VOO share 1 holdings out of 1039 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in JPST | Weight in VOO | Difference |
|---|---|---|---|
| DIS | 0.01% | 0.26% | 0.25% |
Frequently Asked Questions
Which is cheaper, JPST or VOO?
JPST has an expense ratio of 0.18% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $15 per year of difference.
Which performed better, JPST or VOO?
Over the past year JPST returned +3.63% vs +23.65% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (9 years), JPST annualized +2.16% vs +13.57% for VOO. Past performance does not guarantee future results.
Which is riskier, JPST or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 1.1% for JPST. Worst drawdown: JPST -3.3% vs VOO -34.3%.
Should I hold both JPST and VOO?
JPST and VOO have a monthly-return correlation of 0.38, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JPST and VOO?
JPST and VOO share 1 common holdings with a 0.0% weight overlap. Combined, they hold 1039 unique securities.
Which pays a higher dividend, JPST or VOO?
JPST yields 4.55% while VOO yields 1.09%, so JPST currently pays the higher dividend yield.
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